In short: Link's preferred copper expression: "at least copper and aluminum in my mind are going to be in deficits this year, and that's where I think is the most attractive — less excited about gold and silver. But I prefer copper, and Antofagasta has done really well in the past year and they're really the best-run copper company." Her framing of the whole metals move: "it's all the same trade — it's electrification, EVs are back, it's grid, it's power, it's anything AI-food-chain related."
Antofagasta is a Chilean copper miner listed in London, and it's Stephanie Link's preferred way into the same trade — she calls it "the best-run copper company." Her framework separates the metals: copper and aluminium are heading into deficits this year, meaning demand exceeds mine supply, which is a mechanical support for the price. She is deliberately less excited about gold and silver, which don't have that industrial-shortage argument (though silver has some industrial demand). "It's all the same trade — electrification, EVs are back, it's grid, it's power, it's anything AI-food-chain related."
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